CAPTRUST FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 244 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$522,612
-39.5%
23,712
-37.1%
0.00%
-33.3%
Q2 2023$863,718
-59.7%
37,721
-58.9%
0.00%
-66.7%
Q1 2023$2,143,969
-76.2%
91,701
-76.9%
0.01%
-80.0%
Q4 2022$9,008,634
-11.3%
396,507
-11.1%
0.04%
-23.7%
Q3 2022$10,152,000
+16.2%
446,056
+22.0%
0.06%
+5.4%
Q2 2022$8,735,000
+480.0%
365,474
+504.4%
0.06%
+460.0%
Q1 2022$1,506,000
-66.1%
60,466
-63.7%
0.01%
-66.7%
Q4 2021$4,447,000
-24.6%
166,691
-25.0%
0.03%
-38.8%
Q3 2021$5,899,000
+3.1%
222,362
+3.4%
0.05%
-7.5%
Q2 2021$5,719,000
+10.7%
214,987
+9.0%
0.05%
-5.4%
Q1 2021$5,166,000
+2.3%
197,254
+6.4%
0.06%
-16.4%
Q4 2020$5,049,000
+217.3%
185,335
+225.6%
0.07%
+157.7%
Q3 2020$1,591,000
-80.8%
56,918
-80.8%
0.03%
-80.9%
Q2 2020$8,270,000
-20.3%
295,796
-19.8%
0.14%
-40.6%
Q1 2020$10,381,000
+40.2%
368,949
+29.5%
0.23%
+95.7%
Q4 2019$7,403,000
+16.6%
284,841
+18.1%
0.12%
-47.5%
Q3 2019$6,347,000
+5.2%
241,094
+3.1%
0.22%0.0%
Q2 2019$6,034,000
+35.2%
233,734
+32.2%
0.22%
+23.2%
Q1 2019$4,463,000
-30.5%
176,841
-32.1%
0.18%
-47.5%
Q4 2018$6,422,000
+4210.1%
260,517
+4165.2%
0.34%
+4828.6%
Q3 2018$149,000
+1.4%
6,108
+4.3%
0.01%
-22.2%
Q4 2017$147,000
-13.5%
5,857
-14.9%
0.01%
+28.6%
Q3 2017$170,0006,8810.01%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,610,117$89,134,0009.03%
PARK AVENUE SECURITIES LLC 1,152,200$28,459,0006.31%
Relative Value Partners Group, LLC 1,206,594$29,791,0003.30%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,407,995$429,803,0003.28%
SUNTRUST BANKS INC 21,085,683$520,605,0002.91%
CADINHA & CO LLC 554,998$13,703,0002.76%
Lenox Wealth Management, Inc. 275,512$6,802,0002.19%
LVZ, Inc. 308,724$7,622,0002.07%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 410,617$10,138,0001.78%
Allegis Investment Advisors, LLC 229,454$5,665,0001.74%
View complete list of ISHARES TR shareholders